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BUCKLEY WEALTH MANAGEMENT, LLC

10100 West Charleston Blvd.
#213
Las Vegas, Nevada 89135-5001
Tel: 702-805-1010

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About BUCKLEY WEALTH MANAGEMENT, LLC

BUCKLEY WEALTH MANAGEMENT, LLC, formally registered with the SEC as BUCKLEY WEALTH MANAGEMENT, LLC. The firm was established in 02/17/2017. They have over 1 offices throughout the country.

BUCKLEY WEALTH MANAGEMENT, LLC is a Las Vegas, Nevada based Financial Planning firm with nearly $583,151,358 assets under management, offering retirement planning & investment advisory services to 594 clients. The firm is staffed with 5 experienced financial planners.

Firm Information

SEC Current StatusApproved
Firm CRD#285823
SEC#801-109016
Assets Managed by Firm$583,151,358
No. of Clients594
No. of Advisors5

Fee Structure

  • A percentage of AUM
  • Hourly charges
  • Fixed fees

Advisory Services Provided

  • Financial planning services
  • Portfolio management for individuals and/or small businesses
  • Portfolio management for businesses or institutional clients
  • Pesnsion consulting services
  • Selection for other advisors

Firm Client Information

No. of ClientsAUM
Firm Total594$583,151,358
Individuals (other than high net worth individuals)89$26,466,915
High net worth individuals119$430,074,270
Pension and profit sharing plansFewer than 5 clients$8,547,255
Charitable organizations7$105,301,454
Corporations or other businesses7$12,761,464

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